Capital CS Group’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,123
| Closed | -$1.23M | – | 96 |
|
|
2021
Q3 | $1.23M | Buy |
5,123
+3,258
| +175% | +$780K | 1.14% | 8 |
|
|
2021
Q2 | $455K | Sell |
1,865
-1,158
| -38% | -$283K | 0.37% | 45 |
|
|
2021
Q1 | $686K | Sell |
3,023
-888
| -23% | -$202K | 0.67% | 25 |
|
|
2020
Q4 | $851K | Buy |
+3,911
| New | +$851K | 0.88% | 19 |
|